How to Bump a Job - One Time or Recurring

Use Bump when the company needs to move a job (staffing, weather, etc.). Bumping moves the appointment to a new date, optionally applies a goodwill discount, records the change in the Interactions Log, and updates the schedule (removes the original date and recalculates hours/time slots).

1. Locate the Job

• Find the job on the map (e.g., scheduled for Tuesday the 6th).

• Open the job details page for that appointment.

2. Choose “Bump” Option

• Click Reschedule Job, then select Bump.

• Bump is used when the company needs to move a job (e.g., due to staff illness, scheduling issues, or weather).

• Reschedule/Skip is used when the client makes the change.

3. Select New Date and Schedule

• Set the new cleaning date (e.g., move from Tuesday the 6th to Thursday the 8th).

• Choose whether to resume the normal rotation after that (e.g., go back to the 13th).

4. Add Notes and Discounts (Optional)

• Leave a clear comment explaining why the bump occurred (e.g., “Moved to Thursday due to staff illness”).

• You can optionally apply a discount to apologize for the inconvenience (e.g., $25 off a $200 cleaning).

5. Save and Confirm

• Click Save to finalize the change.

• Check the Interactions Log — it will show:

  • The bump details (old and new dates)

  • Any discount applied

  • The name of the user who made the change

6. Verify on Schedule Map

• The job will no longer appear on the original date (Tuesday).

• The hours and time slots for that day update automatically.

• On the new date (Thursday), the job will now appear with the updated time and any applied discounts.

Tips:

• Always leave detailed comments for tracking.

• Use discounts sparingly but strategically when rescheduling inconveniences clients.

• Bumped jobs automatically update hours, assignments, and pricing on the calendar.